Dealertrack Hldgs Inc (NASDAQ:TRAK)

autotrack (< 20) Submitted: 7/4/2008 6:43:59 PM : Start Price: $14.24 TRAK Score: -91.82

This Company is going to be the next AOL(Remember Ted Turner). Like Dial-up Connection everyone needed it at the time to connect to the internet early days. Well Similar are DealerTrack Services , already some of there premium subscription products are being offered for free to dealers and as dealing continue to cut cost, items like DealerTrack subscription product will looses there value as Dealers look at the bottom line. Long term their technology will be overwhelmed with no cost or low cost ad driven software. RouteOne there main Competitor (which is owned By GM, Daimler Chrysler, Ford and Toyota) plans for a big push to encourage their Dealers to remove Dealertrack from their dealership after the Lawsuit among Dealertrack and RouteOne is over. : Federal District Court filings Case Number: 8:2007cv00215

Deletacks DMS (Dealer Management System) is their strongest asset Dealertrack has but Microsoft is already planning to enter that market, Microsoft states publicly that no code has been written, but there is info out there that they suggest they are within a year of product Beta testing. This will be last nail in the DealerTrack coffin. DealerTrack is also carrying and lot delinquent accounts as dealers refuse to pay for product they are not using, claiming they where not aware that dealertrack put them under 36 month contracts. Delinquency rate is off the chart. So there is my two Cents worth and it may DealerTrack Share price unless they change their business model soon

irotodotcom (< 20) Submitted: 4/8/2008 11:02:52 AM : Start Price: $20.17 TRAK Score: -40.47

Weakness in auto demand coupled by a major integration problem will depress earnings for the next few years. Losing share to RouteOne will hurt business as well. DMS is a dog.

dcwright1 (86.36) Submitted: 12/31/2007 5:39:17 PM : Start Price: $33.00 TRAK Score: -7.32

Having been in the finance dept for a car dealership for the past 6 years, I can honestly say they offer the best tools on the market. I can't imagine a time before dealertrack. They have revolutionized the approval process for those of us in the business.

chicabica (69.96) Submitted: 12/28/2007 3:33:13 AM : Start Price: $32.70 TRAK Score: +5.89

lowered distribution

lappil (52.74) Submitted: 11/1/2007 11:17:43 PM : Start Price: $47.63 TRAK Score: +31.75

target price $39

bpfastball (< 20) Submitted: 7/23/2007 7:12:23 PM : Start Price: $37.63 TRAK Score: -15.40

In a rising interest rate environment, it will become increasingly critical for dealerships to have a broad range of diverse financing sources available to address the harder to meet needs of car buyers.

MarkKochanowski (79.58) Submitted: 7/11/2007 11:27:56 AM : Start Price: $38.29 TRAK Score: -17.56

Solid, growing company

pduke2002 (< 20) Submitted: 5/4/2007 4:59:39 PM : Start Price: $32.98 TRAK Score: -6.51

Has become the dominant player, faces vey little competition.

KempInTheWoods (55.86) Submitted: 4/17/2007 11:52:40 AM : Start Price: $30.64 TRAK Score: -5.68

Online turbocharging for retail car dealers. Financing search assistance, credit research, etc. Empowering the car dealer with internet resources. Scary thought for those of us in the market for a new car... but good market niche. Growing like gangbusters, 34% insider ownership, zero debt. I'm in.

hlthqst (53.22) Submitted: 12/7/2006 5:44:21 PM : Start Price: $28.01 TRAK Score: +1.95

Dominant player in new field with big potential